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Nonprofit · EIN 87-1143126

SUMMIT LEGACY FOUNDATION INC

Tax-exempt · FORT WAYNE, IN 46804

Financials

$665K$519K2023$734K$489K2024$816K$607K2025
Revenue Expenses · by fiscal year end
Financials of SUMMIT LEGACY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$816,363$606,933$209,430$10,248,030$0$10,248,030
December 31, 2024990-PF$734,249$489,118$245,131$10,485,052$5,819$10,479,233
December 31, 2023990-PF$664,897$519,440$145,457$10,686,781$0$10,686,781
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$120,570
Interest
$146,597
Net gain from sales of assets
$549,196

Expenses

Grants and similar amounts paid
$380,965
Salaries, compensation and benefits (total)
$94,078
Disbursements for charitable purposes
$510,618
Excise tax on investment income
$6,626

Balance sheet and other

Total assets, start of year
$10,485,052
Total assets, end of year
$10,248,030
Total liabilities, end of year
$0
Net assets, end of year
$10,248,030
Fair market value of assets
$10,786,729
Qualifying distributions
$510,618
Net investment income
$489,056

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOEL HARTER
6714 POINTE INVERNESS WAY SUITE 200, FORT WAYNE, IN 46804
DIRECTOR1$0
JEREMY SENK
301 W JEFFERSON BOULEVARD SUITE 200, FORT WAYNE, IN 46802
DIRECTOR1$0
JEANNE LONGSWORTH
7030 POINTE INVERNESS WAY SUITE 330, FORT WAYNE, IN 46804
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOEL HARTER
6714 POINTE INVERNESS WAY SUITE 200, FORT WAYNE, IN 46804
DIRECTOR1$0
JEREMY SENK
301 W JEFFERSON BOULEVARD SUITE 200, FORT WAYNE, IN 46802
DIRECTOR1$0
JEANNE LONGSWORTH
7030 POINTE INVERNESS WAY SUITE 330, FORT WAYNE, IN 46804
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOEL HARTER
6714 POINTE INVERNESS WAY SUITE 200, FORT WAYNE, IN 46804
DIRECTOR1$0
JEREMY SENK
301 W JEFFERSON BOULEVARD SUITE 200, FORT WAYNE, IN 46802
DIRECTOR1$0
JEANNE LONGSWORTH
7030 POINTE INVERNESS WAY SUITE 330, FORT WAYNE, IN 46804
DIRECTOR1$0

Address and contacts

Address (IRS master file)
6714 POINTE INVERNESS WAY, FORT WAYNE, IN 46804-7936
In care of
% JOEL E HARTER
Signed the 990-PF
JOEL HARTER, DIRECTOR
Phone
(260) 483-2519
Return prepared by
CHRISTEN SOUERS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-1143126
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,248,030
Income (IRS master file)
$2,739,925

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$816,363$606,933$10,248,030IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$734,249$489,118$10,485,052XML
990-TDecember 2024–––IRS
990-PFDecember 2023$664,897$519,440$10,686,781XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-1143126).

Questions about SUMMIT LEGACY FOUNDATION INC

What is the EIN of SUMMIT LEGACY FOUNDATION INC?
The employer identification number (EIN) of SUMMIT LEGACY FOUNDATION INC is 87-1143126.
Is SUMMIT LEGACY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SUMMIT LEGACY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUMMIT LEGACY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SUMMIT LEGACY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMMIT LEGACY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SUMMIT LEGACY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SUMMIT LEGACY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $816,363, expenses of $606,933 and total assets of $10,248,030 at year end.

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